Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
2261 results found
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Dividend dates for funds in the watchlist
If i have a watchlist, i would like to see their dividend rate and amounts automatically on my calendar.
3 votes -
Why am I limited to using a password with a maximum of 16 characters?
With the sensitivity of the information locked behind the User Name and Password, it seems a large oversight that users may only use a password that is 16 digits or shorter in length.
3 votes -
select notes to move between contacts
The ability to select specific notes to move from one contact to another without having to move them all. Or, the ability to copy notes and have them keep the original date & time of completion.
3 votes -
account name
When linking an account to a note, account, or document only the account number and type shows up. Useless! Multiple accounts are present and we need to identify the one or more that we want to link. If 2 contacts are selected and each contact has an IRA and a Roth IRA along with a NQ account or 2 we have no idea which are which. Accounts should also include the title of the account, not just the acct # and custodian
3 votes -
"Beta" Workflow Stage
There are only "Under Construction," "Active," and "Inactive." It would be great to have a "Beta" stage for workflows that are in a testing stage - maybe even with the ability to only allow specific users or teams the ability to use the workflow.
Right now our firm is putting "Beta" in the title, but there is no way to search and organize RedTail WF templates by this status and it just looks and feels clunky.
3 votes -
Automation Email Alerts should show the Linked Contact
Automations are very limited. To get around this, most of our automations are set to "email user." These emails don't include the Linked Contact for the activity that triggered it. There is way too much manual work to go find the trigger activity, when it's clearly attached to a contact and that contact should appear in the email alert!
3 votes -
Private Investments or Equity
Our clients are actively involved in Private Equity. It would be amazing if we could choose Private Equity under the Accounts tab. A place to track value, capital calls paid, capital calls upcoming, private equity contact information
3 votes -
kris.thorvaldson@lpl.com
This relates to the "Permissions" idea that has 143 votes as of now. There should be a default or permission of "all" for attendees on creating an activity/appointment/task. My assistant sets appointments and items for me on our calendars and I want both our calendars to look identical. Each time we set something on the calendar we have to manually check the attendees dropdown to ALL. If one of us forgets to select all, the default is to the current user and just shows up on that user's calendar. That causes issues. My assistant is new and still learning, and…
3 votes -
Organize workflows on the today page with the current task first
Similar to how the activities section is organized. Have the current task on the left side so it's easier to see what needs to be completed.
3 votes -
Add Duty of Care prompt or permit UDF that includes a prompt
Either add Duty of Care prompts or permit UDF that includes a prompt. For example, I need to answer for every account the following questions:
Please describe the new product(s), new strategy(s), or service(s) considered in accordance with the existing strategy of the account. Your response should include details as to how the proposal will achieve the client's investment objectives and goals based on the services and products available in the account and account funding.
--- and ----
Please highlight the features of the products or services recommended or considered for this account in accordance with the account type and…
3 votes -
How can we link a workflow to an account and/or an opportunity and/or an activity? In reality, all of these should link together.
How can we link a workflow to an account and/or an opportunity and/or an activity? In reality, all of these should link together.
3 votes -
Task Lists
Would like a daily running list of tasks to complete on the side of the calendar with the date started, the task and a quick note on the
progress.When completed I would like to be able to put a line through the task.
Also, below that daily list maybe a monthly or quarterly or yearly list.
I would like to be able to customize the label on those lists.
Last, prioritizing with simple numbers 1-5.I DO NOT WANT THEM TO SHOW UP ON THE CALENDAR.
3 votes -
workflow pages
Please give the option to move from one page to the next or previous page at the TOP of the page. We should not have to scroll all of the way to the bottom of the page to get to the next page.
3 votes -
We need a report that will allow us to report on all user activity. We use Redtail to track our internal processes, so I would like to be ab
We need a report that will allow us to report on all user activity. We use Redtail to track our internal processes, so I would like to be able to pull one report showing all of the activity that a user has done, including: Activities created/completed, notes created/commented, workflows created and completed, workflow tasks created and completed, login dates/times, etc.
If the action taken is linked to a contact, I would want to know which contact it was linked to.
3 votes -
Important Information
Important Information have it pop up the information on the screen when the Contact is opened to where you have to "X" out of it
3 votes -
Imaging
Please create a function that can move documents from the CRM into the linked imaging folder.
3 votes -
When tagging additional contacts in a note, any contacts that autopopulate should be BEFORE the "Add new contact" option. Not after.
When I go to tag an additional contact, I begin typing their name (e.g. "stev" for Steve). If I have 1 contact named Steve it should populate that name above the "create new contact" option so that I can hit enter as soon as I have the name partially typed
3 votes -
Contact name needs to be a required step before adding an activity to the calendar
Too many times an activity or event has been added to the calendar (such as a client review meeting) without the contact name being linked. Yes, it is usually user error as someone will forget to add or is in a hurry. It should be required just like the subject is required to add to the calendar.
3 votes -
Create Linked Activities, documents, linked accounts from the aggregate notes on today list or notes by contact
Currently on the aggregate notes page under each note, the actions link, you only have the option to print or delete. Why don't you have the options to link an activity, document, account or note, like you do when inside a contact record? You also can't do any actions the notes by contact report. It would be very helpful to be able to look over the days activities in aggregate and then link activities to them without having to go in and out of every contact in the list. In addition, having the ability to filter the aggregate today notes…
3 votes -
workflow template
As workflows can be confusing to several users, it would be nice if there were actual templates to use in which you simply plug in the information/link to a client. For example, client onboarding is a very common process for all financial advisory companies. It would be useful to have a 'traditional' template in Redtail already set up so any user could plug in information and have automation set up to internal processes. Let me know if you need further explanation. Thanks!
3 votes
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